Joyce E. Rutan

Senior Paralegal at Davidson Troilo Ream & Garza, PC
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Contact Information
us****@****om
(386) 825-5501
Location
San Antonio, Texas, United States, US

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Experience

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Senior Paralegal
      • Aug 2014 - Present

      Transaction and real estate paralegal. ROW and/or Land Acquisition Projects and Title Experience – within parameters of firm’s representation of municipal/water authority clients, assist and support project team workers in acquisition of land and/or easement projects including:• drafting of purchase sale agreements, deeds and easements• review and analyze closing requirements of title commitments and backup documentation• research, analyze and trace chain of title ownership of property • analyze subdivision plats and survey sketches for easements and boundary line encroachments• compare metes and bounds to survey sketch to assure accuracy of calls and that boundary calls close• prepare title curative and closing documents (affidavit of heirship, deeds, releases, consents, identity & marital affidavits, resolutions, etc.)• coordinate with lenders to secure consents/subordination to easements• review purchase sale agreement and closing documents for completeness and accuracy before closing• develop project framework and categories for cloud storage on new projects• maintain current status tracking chart of project parcels Pipeline Project Experience: 2014-2015 - oversaw client’s acquisition of a 52- mile pipeline project in South Texas entailing:• review of title commitments and preparation of curative title and closing documentation for closings• developed and maintained comprehensive project spreadsheets illustrating status of acquisition and closing costs on 76 project tracts• review and upload title commitments, title policies, backup documentation and revised/updated documents to cloud storage on project• coordinated with client's agents and title companies to resolve title curative issues• organized closing documents for delivery to landowners and provide directions to ROW agents acquiring signatures • maintained tracking chart of current status of parcels, closings and recording of easements and designations of easements

    • Vice President-Administration
      • Jun 2008 - Jun 2014

      Oil and gas exploration and development company. Researching geological development sites for potential leasing and ultimately development into investment drilling packages. Responsible for all administrative duties. Skills related thereto as follows:• communicating with well log libraries to secure well logs for geologist • research on Drilling Info, IHS and other geological data bases for current or historical production of wellbores and areas of interest • preparations of comparisons of plays and operators involved therein • researching the Texas Railroad Commission website • communications with the RRC. • creation and design of large format geotech graphic charts depicting production and marketing data on oil and gas projects • organization and preparation of relevant well log cross-sections of targeted play(s) and potential drilling site(s) • working with geologists to provide and/or obtain information to prepare geotech marketing charts • organization and arranging for booth space, furnishings and wall displays for four NAPE expositions in Houston, Texas • traveling the State to market oil and gas projects to potential investors

    • Paralegal
      • Jan 1996 - Jun 2014

      Performed varied services related to commercial business litigation, fiduciary, trust and/or estate planning litigation and representations of mineral owners and/or landowners in oil, gas and mineral law and attendant litigation related thereto. Organized, project-detail oriented individual who works independently with minimal supervision and proficient in the performance of large project assignments, analysis and organization. Skills related thereto as follows: • drafting of pleadings, motions, discovery and orders • attend depositions, hearings, pre-trial hearings and trials • preparation of deposition summaries and excerpts for trial purposes • preparation, organization and maintenance of exhibits pre-trial • review and analyze documents and preparation of chronological timelines • cataloging of instruments and charting of same • reviewing and handling of large document production responses • attendance at mediations • assistance with mock trial presentations • working with litigation support personnel • assistance in selection of jurors in voir dire • communications with all court personnel, court reporters, experts and clients • preparation of trial notebooks • West Law Research • research of internet county public records • general correspondence and maintenance thereof • examination of mineral title on real property at South Texas county courthouses researching deed records for relevant title instruments; photocopying and analyzing of same • preparation of chain of mineral title of real property, • performing duties as administrator/office manager overseeing all office related matters.

    • Legal Assistant
      • Jun 1992 - Nov 1995

      Legal Assistant to Dan Perry and Luke Kellogg. Drafted pleadings, motions and orders, discovery, responses to discovery, cataloging large document production responses; preparation of deposition summaries or excerpts for trial purposes, preparation of trial notebooks and exhibits therefor, communicating with court personnel, court reporters and experts. Legal Assistant to Dan Perry and Luke Kellogg. Drafted pleadings, motions and orders, discovery, responses to discovery, cataloging large document production responses; preparation of deposition summaries or excerpts for trial purposes, preparation of trial notebooks and exhibits therefor, communicating with court personnel, court reporters and experts.

    • Legal Assistant
      • Apr 1990 - Feb 1992

      Legal Assistant to Lavern Harris with general litigation work in family law (divorces, child custody case, adoption), easement dispute, partition litigation, insurance defense, and corporate minute books maintenance. Communicated with clients, court reporters, experts, and court personnel, prepared deposition summaries and trial notebooks, prepared exhibits for trial, analyzing real estate chain of title and general correspondence related to foregoing. Legal Assistant to Lavern Harris with general litigation work in family law (divorces, child custody case, adoption), easement dispute, partition litigation, insurance defense, and corporate minute books maintenance. Communicated with clients, court reporters, experts, and court personnel, prepared deposition summaries and trial notebooks, prepared exhibits for trial, analyzing real estate chain of title and general correspondence related to foregoing.

    • Legal Assistant
      • Dec 1973 - Oct 1989

      Legal Assistant to Senior Partner of General Counsel representing American National Insurance Company and Robert Moody Interests. Extensive high impact corporate work for the Board of Directors of ANICO, working with the Texas State Board of Insurance and other state boards across the nation, and researching insurance regulations as to parent/holding insurance company issues. Extensive Securities law experience including preparation of proxy statements, prospectuses and other SEC forms for multiple mutual funds, investment advisers, broker/dealers and researching SEC regulations, filings with Securities & Exchange Commission, communications with SEC officials in Washington, D.C. and research of Federal and State securities regulations pertaining to all aspects of securities law. Extensive private placement financing experience including preparation of note agreements, security agreements, collateral assignments, stock pledges, etc. and attendance at all closings for ANICO Investment Department. Extensive experience in banking, bank holding company formation and documentation and procedures related thereto, communications with Comptroller of Currency and Federal Reserve Bank officials, preparation of corporate minutes for Texas state banks and documents related thereto, and research of banking regulations. Experience in commercial mortgage loans and joint ventures including preparation of notes, deeds of trust, security agreements, assignments of rents, etc. for (mainly) shopping center financing for ANICO Mortgage Loan Department.

    • Legal Secretary
      • Apr 1969 - Aug 1973

      Legal Secretary for Robert J. Maley, Jr. Transcribed dictation of pleadings, motions, orders, probate documents, deposition notices, corporate minute book maintenance, updating abstracts of title entries, bank loan documents, divorce and adoptions, correspondence related to foregoing and general legal work. Legal Secretary for Robert J. Maley, Jr. Transcribed dictation of pleadings, motions, orders, probate documents, deposition notices, corporate minute book maintenance, updating abstracts of title entries, bank loan documents, divorce and adoptions, correspondence related to foregoing and general legal work.

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